BIT601. SAP Workflow - Definition and Use of Customer-Specific Workflows COURSE OUTLINE. Course Version: 16 Course Duration:

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1 BIT601 SAP Workflow - Definition and Use of Customer-Specific Workflows. COURSE OUTLINE Course Version: 16 Course Duration:

2 SAP Copyrights and Trademarks 2018 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see global12.sap.com/corporate-en/legal/copyright/index.epx for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. National product specifications may vary. These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP SE or its affiliated companies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP SE or SAP affiliate company products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation, and SAP SE s or its affiliated companies strategy and possible future developments, products, and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forwardlooking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

3 Typographic Conventions American English is the standard used in this handbook. The following typographic conventions are also used. This information is displayed in the instructor s presentation Demonstration Procedure Warning or Caution Hint Related or Additional Information Facilitated Discussion User interface control Example text Window title Example text Copyright. All rights reserved. iii

5 Contents vii Course Overview 1 Unit 1: Introduction 1 Lesson: Explaining Fundamentals of Workflow Architecture 1 Lesson: Explaining Workflow and Organizational Management 3 Unit 2: Workflow Definition in the Workflow Builder 3 Lesson: Explaining the Structure of the Workflow Builder 5 Unit 3: Business Objects and Business Object Repository (BOR) 5 Lesson: Explaining the Structure of Object Types in the Business Object Repository 5 Lesson: Adjusting Standard Object Types to Suit Customer Requirements 7 Unit 4: Task Structure and Use in Workflows 7 Lesson: Defining Tasks 7 Lesson: Integrating Tasks in the Workflow Templates and Administration of Task Groups 9 Unit 5: Container - Interfaces in the Workflow 9 Lesson: Exploring Existing Containers and Binding Directions 9 Lesson: Using Container Definition and Binding Definition 11 Unit 6: Determination of Recipients of Work Items 11 Lesson: Explaining Options for Agent Assignment and Examples of Rules 11 Lesson: Using the Rule Definition of Type Responsibilities 11 Lesson: Explaining the Interaction Between Possible and Responsible Agents 13 Unit 7: Ad Hoc Processing Options 13 Lesson: Using the Dynamic Selection of Agents and Used Tasks 13 Lesson: Using the Step Type Ad Hoc Anchor to Enhance Workflows 15 Unit 8: Monitoring Steps in Business Processes 15 Lesson: Explaining Options for Simple and Modeled Deadline Monitoring Copyright. All rights reserved. v

6 17 Unit 9: Events and Workflow 17 Lesson: Explaining Basic Processing Logic and Definition of Events in the BOR 17 Lesson: Linking the Workflow and the Event 17 Lesson: Triggering Events in the Application 17 Lesson: Using Additional Start Conditions for Workflows and Event Queue 18 Lesson: Testing in the Event Environment and During Workflow Implementation 19 Unit 10: Special Step Types and Methods of Processing 19 Lesson: Using Fork and Multiline Attributes 19 Lesson: Using Loops, Form Processing, Document Templates, and Conditions in the Workflow Step 19 Lesson: Using BLOCK and SWITCH 21 Unit 11: Wizards 21 Lesson: Explaining Wizards for the Definition of Workflow Templates 21 Lesson: Explaining Wizards for the Definition of Steps in Workflow Templates 23 Unit 12: Tutorial 23 Lesson: Performing a Use Case 25 Unit 13: Further Topics (Optional) 25 Lesson: Explaining Technical Settings 25 Lesson: Exploring Transaction Codes, Menu paths, and the Data Sheet vi Copyright. All rights reserved.

7 Course Overview TARGET AUDIENCE This course is intended for the following audiences: Application Consultant Business Process Owner/Team Lead/Power User Developer Development Consultant Industry Specialist Solution Architect System Administrator System Architect Technology Consultant Copyright. All rights reserved. vii

9 UNIT 1 Introduction Lesson 1: Explaining Fundamentals of Workflow Architecture Describe the workflow architecture Name the steps involved in a workflow project Describe the general procedure for design and implementation Lesson 2: Explaining Workflow and Organizational Management List the different options for using organizational units in a workflow Create an organizational unit with positions Describe the different ways of assigning possible agents to units in the organizational model Copyright. All rights reserved. 1

11 UNIT 2 Workflow Definition in the Workflow Builder Lesson 1: Explaining the Structure of the Workflow Builder Create a workflow template with a workflow definition List the possible step types in a workflow Use the Workflow Builder Copyright. All rights reserved. 3

13 UNIT 3 Business Objects and Business Object Repository (BOR) Lesson 1: Explaining the Structure of Object Types in the Business Object Repository Describe the use of the Business Object Repository Explain the difference between an object and an object type Describe the use of object types in workflow Lesson 2: Adjusting Standard Object Types to Suit Customer Requirements Create a subtype for a standard object type in the system Delegate the subtype, thus making it available in the standard system Extend the subtype by adding attributes, methods, and events Copyright. All rights reserved. 5

15 UNIT 4 Task Structure and Use in Workflows Lesson 1: Defining Tasks Define a Task Name the components of a task that you always have to maintain Understand the different ways in which synchronous and asynchronous methods are processed Lesson 2: Integrating Tasks in the Workflow Templates and Administration of Task Groups Integrate a standard task into a workflow step Create and maintain task groups Use the Business Workflow Explorer as an administration tool Copyright. All rights reserved. 7

17 UNIT 5 Container - Interfaces in the Workflow Lesson 1: Exploring Existing Containers and Binding Directions Explore existing containers and binding directions Describe the possible binding directions between the containers Explain the example binding in the notification of absence workflow. Lesson 2: Using Container Definition and Binding Definition Create a workflow container element Create a task container element Understand and check container bindings Create container bindings when required Copyright. All rights reserved. 9

19 UNIT 6 Determination of Recipients of Work Items Lesson 1: Explaining Options for Agent Assignment and Examples of Rules Name the different ways of restricting possible agents Describe the rule types that can be defined Explain example for the application of rules Lesson 2: Using the Rule Definition of Type Responsibilities Define a rule with responsibilities Use this rule in a workflow Ensure that a workflow step never has the status No agent found. Lesson 3: Explaining the Interaction Between Possible and Responsible Agents Describe how the system determines the recipients of a work item. Explain what happens if the system cannot find an intersection between possible and responsible agents Copyright. All rights reserved. 11

21 UNIT 7 Ad Hoc Processing Options Lesson 1: Using the Dynamic Selection of Agents and Used Tasks Determine agents dynamically at runtime Define tasks for a business process step dynamically at runtime Lesson 2: Using the Step Type Ad Hoc Anchor to Enhance Workflows Use the ad hoc anchor step type to extend the workflow definition by adding an additional workflow Copyright. All rights reserved. 13

23 UNIT 8 Monitoring Steps in Business Processes Lesson 1: Explaining Options for Simple and Modeled Deadline Monitoring Define and test a simple deadline for a workflow step Insert a modeled deadline into a workflow definition Copyright. All rights reserved. 15

25 UNIT 9 Events and Workflow Lesson 1: Explaining Basic Processing Logic and Definition of Events in the BOR Explain the logic behind how events generated by applications and find the workflows or tasks that use them Name the steps that you have to carry out in order to work with events Lesson 2: Linking the Workflow and the Event Define an event as a triggering event for a workflow Activate the event linkage Trigger the event on a test basis in the system, to check whether the workflow starts and runs correctly Lesson 3: Triggering Events in the Application Name the options for triggering events in the different applications Use different methods to trigger events Lesson 4: Using Additional Start Conditions for Workflows and Event Queue Define additional start conditions for workflows Explain the event queue Copyright. All rights reserved. 17

26 Unit 9: Events and Workflow Lesson 5: Testing in the Event Environment and During Workflow Implementation Use transaction SWU0 to check the event linkage Use the transaction SWUE to test the triggering of events in the system without using the application Use the transactions SWELS and SWEL to activate and display the event log Develop a procedure for testing workflows 18 Copyright. All rights reserved.

27 UNIT 10 Special Step Types and Methods of Processing Lesson 1: Using Fork and Multiline Attributes Use the step types Fork and Document from Template Process multiline attributes of an object type Lesson 2: Using Loops, Form Processing, Document Templates, and Conditions in the Workflow Step Use the step types loop and form Enter conditions affecting the start and end of a work item in the Workflow Builder Lesson 3: Using BLOCK and SWITCH Using the step type BLOCK Options for assessing the SWITCH construct Copyright. All rights reserved. 19

29 UNIT 11 Wizards Lesson 1: Explaining Wizards for the Definition of Workflow Templates Use wizards to define complete workflows for approval and circulation procedures Create a workflow that calls the Customizing transaction or tables in a prescribed order Lesson 2: Explaining Wizards for the Definition of Steps in Workflow Templates Use wizards that model missed deadlines Call reports Dynamically assign agents Generate object references Copyright. All rights reserved. 21

33 UNIT 13 Further Topics (Optional) Lesson 1: Explaining Technical Settings Explain technical settings Lesson 2: Exploring Transaction Codes, Menu paths, and the Data Sheet Explore transaction codes, menu paths, and the data sheet Copyright. All rights reserved. 25